Wealth RM 's

7 days ago

Bengaluru Mumbai Pune, India The Firm P Full time ₹ 20,00,000 - ₹ 25,00,000 per year

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products

Engage with HNI/UHNI clients & understand their investment aspirations

Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio

End to end client relationship mgmt.

Monitoring clients portfolio & updating clients about market events & possibilities

Preferred candidate profile

4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory

Candidates open for team handling role can be looked as Playing Captains /Partners/Sr Partner with requisite experience

Candidates willing to shift along with their teams are welcome

Non Sales experience not handling portfolio kindly do not attempt

Perks and benefits

CTC ; lacs (Negotiable & not a constrain for the right candidate)

  • Wealth RM

    21 hours ago

    Mumbai, Maharashtra, India Alpha Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionAlpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients' financial wellness is managed strategically and thoughtfully.Role DescriptionThis is a...

  • Private Wealth Rm

    23 hours ago

    Bengaluru, Karnataka, India Veena Placement Services Full time

    **JD of Private Wealth RM** - **What you will do**: - Improve Client satisfaction by fostering meaningful engagement - Concentrate on providing comprehensive client coverage - Offer guidance to customers regarding their financial portfolios - Establish connections and facilitate the onboarding of UHNIs individuals - **What you need to have**: - Wealth RMs...

  • RM Wealth Management

    2 weeks ago

    Mumbai, Maharashtra, India Logicloop Ventures LLP Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    RM Wealth ManagementPosition: Regional Manager – Wealth ManagementLocation: MumbaiOpenings: 2Notice Period: Immediate to 15 daysInterview Rounds: 3 (1 Telephonic, 2 In-person)Interview Location: Andheri East, MumbaiRole Overview:Seeking experienced professionals to manage and grow a portfolio of HNI/UHNI clients with a minimum AUM of ₹50 Cr. The role...

  • Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India Creative Hands HR Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Job Description -Wealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)Immediate joining is required or short notice is preferred.Pls call Hemanth for more...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India KG Engineering & Consultancy Full time ₹ 2,00,00,000 - ₹ 5,00,00,000 per year

    Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

  • Wealth Manager

    2 weeks ago

    Mumbai, India KG Engineering & Consultancy Full time

    Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

  • Wealth Manager

    2 weeks ago

    mumbai, India KG Engineering & Consultancy Full time

    Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL) a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

  • Wealth Manager

    2 weeks ago

    Mumbai, India KG Engineering & Consultancy Full time

    Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

  • Wealth Manager

    2 weeks ago

    Mumbai, India KG Engineering & Consultancy Full time

    Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

  • Wealth Manager

    1 week ago

    Mumbai, India KG Engineering & Consultancy Full time

    Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL) a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...